Set Up a Monthly Market Review

Tip

Right in the app: picasi.app/reports/schedule

What It’s About

The Monthly Market Review is a board-ready monthly report covering your competitors’ momentum, the month’s dominant themes, your market context, and strategic questions. Unlike an ad hoc summary, the review runs automatically on the 1st of every month and analyzes the previous calendar month.

The report consists of several sections: Key takeaway, momentum table (top sources with Δ percentage compared to the previous month), themes with frequency bars, “Our Position in the Market Context” (overlaps, white spaces, signature), movements outside the pattern, and strategic questions.

Note

The Monthly Market Review is available exclusively as a scheduled report. It cannot be launched ad hoc from the inbox like a summary, for example. Reason: The analysis period is always the entire previous month.

Prerequisite: Mark Your Own Sources

In order for the Voice Share (your share of the monitored conversation) and the Momentum Comparison (your activity relative to the market median) to be calculated, your own LinkedIn, YouTube, or RSS feeds must be marked as Own Source.

Without this designation, your own posts will appear in the competition table—which skews the analysis. Details: Edit Source — Mark as Own Source.

Here’s how to proceed

1. Open Scheduled Reports

   Click Scheduled Reports in the navigation bar.

2. Add a New Report

   Click Add Scheduled Report. The four-step wizard opens.

3. Step 1: Select the “Monthly Market Review” report type

   Select Monthly Market Review from the type dropdown.

   Assign an internal name to the report (e.g., “Executive Review,” “Board Monthly”).

   Note

   As soon as you select Monthly Market Review, Picasi automatically sets the frequency to monthly, the day of the month to 1, and the time period to last month. These values are fixed—the report is designed for calendar months.

4. Step 2: Filters (optional)

   Filters are not required for the market review. Optionally, you can narrow down the results by source tags (e.g., analyze only competitors from a specific region).

5. Step 3: Confirm Schedule

   The schedule is set to monthly, Day 1. Select the time (in your Workspace time zone) at which the report should be run.

6. Step 4: Delivery

   Enter the recipients’ email addresses (multiple addresses allowed). Optional: public feed for permanent access via a URL.

7. Save

   Click Save. The report will be automatically generated and sent on the first day of the next month.

Result

Starting on the first day of the next month, the market review will automatically appear under Reports and be delivered via email. It includes:

• KPI Bar: Voice Share, Momentum Δ (yours vs. market median), percentage of incomplete baseline
• Momentum Table: Top 10 competitor sources with update volume and Δ percentage compared to the previous month
• Topics of the Month: Most frequent topics with bars, color-coded by speaker (only us / mixed / only competitors)
• Us in the Market Context: Where does your communication overlap with the market (Overlap), where are the gaps (Uncovered), and what is your signature
• Movements Outside the Pattern: Sources with noticeably changed activity
• Strategic Questions: AI-generated questions for board discussion

Note

Sources newly added in the previous month are marked as incomplete baseline and are not sorted into the Accelerated/Slowed Down categories—otherwise, the initial data fill (3-month backfill) would be incorrectly interpreted as “explosive growth.”

Manual Test Run

For testing purposes, you can also start the review outside the schedule—using an Artisan command (only for admins with server access):

php artisan reports:generate-monthly-review <team-id> --month=2026-06 --dry-run

The --dry-run flag indicates aggregation without an LLM call and without storage. Without --dry-run, a regular report is generated.

Related Topics

Edit Source — Mark as Your Own Source Prerequisite for the Voice Share and Momentum comparison.

Set Up a Scheduled Report General wizard for all scheduled report types.